blog how-to-set-and-manage-realistic-sales-targets 
VCFO
JUNE 23, 2022
Take a look at the following financial benchmarks implemented for vcfo clients, and consider how you can achieve similar results in your organization. Increasing Cash Balances through Effective Receivables Management. It pays to do the comparative research and then ask yourself the hard questions about how you could improve.
CFO News Room
NOVEMBER 14, 2022
But the obvious flaw with this ‘eat-what-you-kill’ model was that newer advisors overwhelmingly succeeded or failed – not by virtue of the quality of advice they gave to their clients, but by how effectively they could sell the financial products for which they were usually compensated via commission.
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Jedox Finance
OCTOBER 29, 2021
From overarching sales targets to more specific sub-goals and milestones, how should they be defined? In this blog post, we look at sales targets and goal setting from different perspectives and discuss what to consider when defining them. Sales targets should always be planned bottom-up and top-down.
CFO News Room
DECEMBER 26, 2022
As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). navigate a volatile market environment (in both stocks and bonds – oof!)
CFO News Room
DECEMBER 13, 2022
Terry is the CFO and Co-Founder of Innovative Wealth Building, an independent RIA based in California, Maryland that oversees nearly $330 million in assets under management for almost 900 client households. Executive Summary. Welcome back to the 311th episode of the Financial Advisor Success Podcast !
CFO News Room
DECEMBER 20, 2022
Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families. Executive Summary. Welcome back to the 312th episode of the Financial Advisor Success Podcast !
Musings on Markets
OCTOBER 19, 2021
The second is the notion of materiality , a key component of how accountants and regulators think about what needs to be disclosed. The Disclosure Dilemma: Disease and Diagnosis For those of you who did not read my first post on disclosures, let me summarize its key points.
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